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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

177 hedge funds and large institutions have $605M invested in Invesco Taxable Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-15
Holders Change %
-7.81%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
12
Increased
55
Reduced
76
Closed
20
Calls
$614K
Puts
$245K
Net Calls
+$369K
Net Calls Change
-$327K

Top Buyers

1
OBWG
1
Onyx Bridge Wealth Group
New York
$10.2M
2
TIM
2
Tortoise Investment Management
New York
$10.4M
3
LCG
3
Lakeshore Capital Group
Illinois
$3.3M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$33.9M
5
Ameriprise
5
Ameriprise
Minnesota
$31.2M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$9.55M
2
BSB
2
Bangor Savings Bank
Maine
$916K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.3M
4
Jane Street
4
Jane Street
New York
$10.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
176
Wagner Wealth Management
South Carolina
$1.8K -$73.9K -2,749 -98%
CIA
177
Cape Investment Advisory
Georgia
$1.07K – – –
FFA
178
Farther Finance Advisors
California
$402 -$68.1K -2,542 -99%
TRCT
179
Tower Research Capital (TRC)
New York
$320 +$240 +9 +300%
TI
180
Tidal Investments
Wisconsin
– -$959K -36,681 Closed
CC
181
Commons Capital
Massachusetts
– -$359K -13,734 Closed
Envestnet Portfolio Solutions
182
Envestnet Portfolio Solutions
Illinois
– -$354K -13,534 Closed
GM
183
GeoWealth Management
Illinois
– -$342K -13,088 Closed
KA
184
Kovack Advisors
Florida
– -$312K -11,926 Closed
WC
185
Waterloo Capital
Texas
– -$287K -10,962 Closed
GVAG
186
Great Valley Advisor Group
Delaware
– -$277K -10,588 Closed
Renaissance Technologies
187
Renaissance Technologies
New York
– -$262K -10,000 Closed
AWM
188
Apollon Wealth Management
South Carolina
– -$238K -9,097 Closed
SP
189
Sequent Planning
Nebraska
– -$215K -8,225 Closed
GS
190
GWN Securities
Florida
– -$213K -8,127 Closed
VWWMG
191
Vermillion & White Wealth Management Group
Pennsylvania
– -$162K -6,177 Closed
US Bancorp
192
US Bancorp
Minnesota
– -$39.2K -1,500 Closed
AF
193
Allworth Financial
California
– -$23.4K -896 Closed
CFGS
194
Concourse Financial Group Securities
Alabama
– -$22.5K -858 Closed
SC
195
SouthState Corp
Florida
– -$17.2K -659 Closed
CJ
196
Caitlin John
Michigan
– -$7.85K -300 Closed
FUBT
197
First United Bank & Trust
Maryland
– -$5.23K -200 Closed
CFD
198
Creative Financial Designs
Indiana
– -$3.27K -125 Closed
Citigroup
199
Citigroup
New York
– -$157 -6 Closed
4 5 6 7
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